Best Capstone Wealth Management Podcasts (2025)

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Charlene Rothkopf and Dr. Z. Colette Edwards: The Health Shift: How to Go from Exhausted to Empowered 45:10

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2M ago45:10

45:10

Charlene and Colette share how shifting from burnout to balanced health transformed their lives. Discover practical strategies to boost energy, resilience, and joy. In this episode, Len Hayduchok and our guests, Charlene Rothkopf and Dr. Z. Colette Edwards, discuss: Advocating for Personal Healthcare Planning for Long-Term Care Maintaining Holistic…

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TJ Kostecky: Eyes Up: Expanding Your Perspective 43:29

3M ago43:29

43:29

In this episode, Len Hayduchok and world-renowned coach TJ Kostecky reveal how curiosity, gratitude, and service can transform leadership, personal growth, and retirement into a richer, purpose-driven journey. In this episode, Len Hayduchok and our guest, TJ Kostecky, discuss: Eyes Up Philosophy: Perceive, Process, Plan, Perform, Persist Transforma…

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Paul Cullen: Following Your Passions: From Rock Star to Renaissance Man 38:28

3M ago38:28

38:28

From bassist for the legendary Bad Company to private chef, winemaker, and philanthropist, Paul Cullen has mastered the art of reinvention. In this episode, he shares how following your passions can lead to unexpected opportunities, how to rebuild your identity after life-changing shifts, and why giving back can be just as fulfilling as chasing the…

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Sharon Rolph: The Queen of Courage on Purposeful Aging 40:27

4M ago40:27

40:27

In this inspiring episode, 77-year-old Sharon Rolph reveals how to rediscover your inner spark, overcome invisibility, and live with bold purpose—at any age. In this episode, Len Hayduchok and our guest, Sharon Rolph, discuss: Discovering personal essence and purpose Overcoming the feeling of being invisible after leaving work Rekindling joy throug…

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Mike Drak: The Retirement Rebel: How He Found His Second Act 41:32

5M ago41:32

41:32

Retirement isn’t the end—it’s your Victory Lap! In this episode, Mike Drak shares how to turn post-career life into a purpose-filled journey of growth, reinvention, and bold living. In this episode, Len Hayduchok and our guest, Mike Drak, discuss: Retirement is more than money Victory lap retirement lifestyle Longevity drivers beyond physical healt…

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Erik Forrester: Retirement as a New Beginning 41:55

5M ago41:55

41:55

Discover how Eric Forrester helps retirees turn uncertainty into opportunity, unlocking hidden strengths and purpose to create a vibrant, fulfilling next chapter of life. In this episode, Len Hayduchok and our guest, Erik Forrester, discuss: Unlocking Inner Strengths in Retirement Three-Lane Path to Flourishing Transforming Obstacles into Opportuni…

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JUNE 12 10:44

5M ago10:44

10:44

1.) US DOLLAR - What is correlated and what is not...and why does it matter? 2.) INTEREST RATES - Consensus will now get TOO DOVISH headed into next month's CPI print. UST tapping TRADE support at 4.33% 3.) OIL - TREND support at 63/barrel WTI ONE MORE - Volatility. IVOL premiums showing up. Not crash conditions.…

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JUNE 11 6:27

5M ago6:27

6:27

1.) ROTATION - Gold losing it's leadership? 2.) SMALL CAPS - Russell 2000 (IWM) signaling broadening of market participation 3.) VIX - CPI below consensus...sell the news?By Capstone Wealth Management

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JUNE 10 4:06

5M ago4:06

4:06

1.) OIL - RE-flation 2.) NOISE - What trade deals? 3.) VOLATILITY - CPI tomorrow = Vol bump?By Capstone Wealth Management

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Jillian Johnsrud: Breaking the Mold: Mini Retirements, Maximum Living 43:58

5M ago43:58

43:58

What if retirement weren’t a one-time event but a series of intentional pauses? In this episode, Jillian Johnsrud joins Len Hayduchok to explore mini retirements. Discover how stepping away can redefine your path to fulfillment. In this episode, Len Hayduchok and our guest, Jillian Johnsrud, discuss: Strategic Mini Retirements Throughout Career Pri…

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Jerri Williams: The Art of Strategic Retirement: Lessons from a Life in the FBI 42:55

5M ago42:55

42:55

In this compelling episode, Len interviews retired FBI agent Jerri Williams, who turned a 26-year career in economic crime into a creative post-retirement journey. From cracking Ponzi schemes to podcasting and writing, Jerry shares how she redefined retirement on her own terms—blending purpose, identity, and lifelong curiosity. In this episode, Len…

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MAY 29 T3 7:15

5M ago7:15

7:15

1.) DATA - Momentum is taking hold! 2.) RATES - Downgrade shmowngrade? 3.) FLOWS - Systematics have a lot of room to buyBy Capstone Wealth Management

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MAY 28 T3 5:41

5M ago5:41

5:41

1) UD DOLLAR - Headed higher? 2) SENTIMENT - Big boost 3) M2 - Printer is back.By Capstone Wealth Management

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MAY 27 T3 5:37

6M ago5:37

5:37

1) INFLATION - Over 2% again! 2) IMPLIED VOLATILITY - Premiums return 3) GOLD - Lower highsBy Capstone Wealth Management

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George Jerjian: DARE to Redefine Retirement 46:12

6M ago46:12

46:12

After a near-death diagnosis, George Jerjian radically redefined retirement—not as an ending, but as a powerful new beginning. In this episode, he shares how his "DARE" method helps people move beyond outdated ideas of aging to rediscover purpose, identity, and the courage to live with bold intention. In this episode, Len Hayduchok and our guest, G…

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Connie Inukai: It’s Never Too Late: Reinventing Yourself at 77 40:11

6M ago40:11

40:11

What if retirement were just the beginning? At 77, Connie Inukai is inventing, writing, and dreaming bigger than ever. Tune in to discover how curiosity, persistence, and purpose can redefine your next chapter. In this episode, Len Hayduchok and our guest, Connie Inukai, discuss: Dreams and curiosity fuel purposeful retirement Age is not a barrier …

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MAY 19 T3 9:16

6M ago9:16

9:16

1) US DOLLAR 2) INTERST RATES 3) VOLATILITYBy Capstone Wealth Management

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MAY 16 T3 7:43

6M ago7:43

7:43

1) US Dollar 2) Rates 3) VIXBy Capstone Wealth Management

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MAY 13 T3 4:35

6M ago4:35

4:35

1) LIQUIDITY 2) SEMICONDUCTORS 3) VIX - Rare occuranceBy Capstone Wealth Management

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Lawrence “Larry” Sprung, CFP®: The Human Side of Wealth: Start with Your Why 40:01

6M ago40:01

40:01

What if financial planning wasn’t just about numbers, but about living with joy, purpose, and intention? In this episode, Lawrence Sprung shares how aligning money with meaning can transform your entire life journey. In this episode, Len Hayduchok and our guest, Lawrence Sprung discuss: Personalized Financial Planning Beyond Numbers Joy as a Delibe…

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MAY 9 T3 8:03

6M ago8:03

8:03

1) RATES 2) FX - CURRENCY 3) VIXBy Capstone Wealth Management

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MAY 7 T3 7:14

6M ago7:14

7:14

What does the move in the Taiwan New Dollar (TWD/USD) against the US Dollar mean for that country and other international stock markets?By Capstone Wealth Management

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MAY 6 T3 6:35

6M ago6:35

6:35

1) SENTIMENT 2) BITCOIN 3) VIXBy Capstone Wealth Management

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Judith Nadratowski: Unraveling Identity: A Retiree's Journey of Self-Discovery 43:37

6M ago43:37

43:37

Retirement isn't an end—it's a reinvention. Judith Nadratowski's journey reveals how shedding a career identity opens space for deeper purpose, bold self-discovery, and a life rich with meaning, connection, and creative possibility. In this episode, Len Hayduchok and our guest, Judith Nadratowski, discuss: Identity Transformation in Retirement Find…

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MAY 2 TTTs 9:35

6M ago9:35

9:35

1.) RATES - Headfake??!! 2.) GOLD 3.) VOLATILITYBy Capstone Wealth Management

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MAY 1 TTTs 5:57

6M ago5:57

5:57

1.) UST10YR - Rates down! 2.) UST2YR - Fed Rate Cuts Incoming?! 3.) GOLD - Correction...right on timeBy Capstone Wealth Management

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APR 30 TTTs 5:04

6M ago5:04

5:04

1.) RATES 2.) COMMODITIES 3.) VOLATILITYBy Capstone Wealth Management

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APR 29 TTTs 10:13

6M ago10:13

10:13

APR 29th Important Things: 1.) RATES 2.) OIL 3.) VOLATILITYBy Capstone Wealth Management

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Laura Phillips: Reverse Mortgages: A Game-Changer for Modern Retirement Planning 36:48

6M ago36:48

36:48

Discover how reverse mortgages can do more than just supplement retirement—they can transform it. In this episode, Len Hayduchok and Laura Phillips reveal how to unlock home equity for freedom, family, and fulfillment. In this episode, Len Hayduchok and our guest, Laura Phillips, discuss: Reverse mortgages provide flexible home equity access for re…

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APR 28 TTTs 11:41

6M ago11:41

11:41

APRIL 28: Things on my mind that are important to consider if you're an investor in global capial markets, 1.) RATES 2.) MAGAZINE COVERS 3.) VOLATILTYBy Capstone Wealth Management

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Adam Zuckerman: Beyond Money: Crafting Your True Legacy 41:53

7M ago41:53

41:53

Joining Len today is Adam Zuckerman, and his mission is to simplify the overwhelming process of end-of-life planning and give people clarity and control when it matters most. If you’re helping clients navigate legacy, health directives, business continuity, or just making sure nothing falls through the cracks, this episode is for you. In this episo…

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Dean Newlund: Retirement Reinvented: How to Live with Intention and Joy 38:45

7M ago38:45

38:45

Discover how retirement can become a powerful new beginning in this inspiring episode with Dean Newlund. Explore purpose and identity beyond work and the vital role of human connection in creating a meaningful, fulfilling life after your professional career ends. In this episode, Len Hayduchok and our guest, Dean Newlund discuss: Rebuilding Relatio…

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Don Gleason: Life's True Compass: Aligning Values, Work, and Relationships 46:26

7M ago46:26

46:26

Explore the profound journey of identity beyond professional roles with Don Gleason and Len Hayduchok. This episode delves into career transitions, purposeful living, and aligning personal values with lasting fulfillment. In this episode, Len Hayduchok and our guest, Don Gleason, discuss: Identity Beyond Job Title Intentional Life and Career Planni…

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Richard Lowe: Heart and Soul on Paper: The Power of Personal Narratives 43:52

7M ago43:52

43:52

Ghostwriter Richard Lowe Jr. joins MaxAMAZING Your Retirement to explore how storytelling can help retirees process their past, rediscover purpose, and leave a lasting impact. In this episode, Len Hayduchok and our guest, Richard Lowe, discuss: Ghostwriting as a path to personal legacy Writing as a therapeutic journey of self-discovery Retirement a…

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Doug Sandler: Rewrite Your Financial Story: Turn Money Stress into Freedom! 26:07

8M ago26:07

26:07

Your financial story is more than numbers—it’s emotions, experiences, and life lessons. On MaxAMAZING Your Retirement, Len & Doug Sandler reveal how to shift from financial stress to freedom. Ready to rewrite your money mindset? Tune in now! In this episode, Len Hayduchok and our guest, Doug Sandler discuss: Emotional Drivers of Financial Behavior …

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Erica Ross-Krieger: Redefining Retirement: Entrepreneurship After 50 40:02

8M ago40:02

40:02

Think retirement means slowing down? Think again! On MaxAMAZING Your Retirement, Len Hayduchok & Erica Ross-Krieger reveal how to redefine success, rewire your mindset, and turn retirement into your most exciting chapter yet. In this episode, Len Hayduchok and our guest, Erica Ross-Krieger discuss: Defining Success from Within Mental Fitness and Po…

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Matt Hampton: Curiosity Never Retires: A New Retirement Mindset 45:20

8M ago45:20

45:20

Retirement isn’t the end—it’s a new beginning. Len Hayduchok and Matt Hampton explore health optimization, lifelong learning, and personal growth, revealing how to stay curious, embrace change, and create a purpose-driven future. In this episode, Len Hayduchok and our guest, Matt Hampton discuss: Metacognition: Thinking about thinking Curiosity as …

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Paul Ollinger: Embracing "Reasonably Happy" in Retirement 31:23

8M ago31:23

31:23

Retirement isn’t just an exit—it’s a reinvention. But with endless choices, how do you find purpose beyond work? Former Facebook exec-turned-comedian Paul Ollinger shares insights, struggles, and laughs on navigating life’s next big chapter. In this episode, Len Hayduchok and our guest, Paul Ollinger discuss: Retirement presents an identity crisis …

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Debi Ronca: The Transformative Power of Family Letters 42:06

9M ago42:06

42:06

Debi Ronca, founder of Sequoia Life Transition Coaching, shares how embracing change, redefining identity, and overcoming limiting beliefs can unlock purpose and growth. Tune in for powerful insights and inspiration! In this episode, Len Hayduchok and our guest, Debi Ronca discuss: Importance of identity in life purpose The power of written letters…

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Phil Fornaro: Outside General Counsel Model: Revolutionizing Client-Attorney Relationships 41:10

9M ago41:10

41:10

Most people see lawyers as a "necessary evil," but Phil Fornaro is changing that. In this episode, he reveals how attorneys can be strategic business partners, guiding clients beyond legal hurdles toward long-term success, meaningful relationships, and even a fulfilling retirement. It’s law—redefined for impact, legacy, and purpose. In this episode…

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Ryan Kimler: The Four Financial Pillars Every Business Owner Needs for a Secure Retirement 43:52

9M ago43:52

43:52

Certified Financial Planner Len Heyduch and Net Profit CFO founder Ryan Kimler reveal how business owners overcome financial challenges with expert guidance, profitable pricing, and disciplined cash flow management—ensuring enterprise growth while securing a sustainable retirement aligned with personal goals. In this episode, Len Hayduchok and our …

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Dante Royster: Navigating the Mortgage Maze: Strategies for Retirement Planning 37:44

9M ago37:44

37:44

Can your home shape your retirement dreams? Veteran mortgage broker Dante Royster joins Len Hayduchok to explore the connection between homeownership, financial literacy, and achieving a fulfilling retirement. Discover actionable insights and inspiring stories in this must-listen episode! In this episode, Len Hayduchok and our guest, Dante Royster …

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Therese Markow: Retirement Reimagined: Embracing Curiosity and Making a Difference 49:42

10M ago49:42

49:42

Discover how award-winning geneticist Dr. Therese Markow transitioned from academia to creating a thought-provoking podcast, driven by her belief that curiosity and lifelong learning are the keys to a fulfilling retirement. Explore the power of science to inform and empower. In this episode, Len Hayduchok and our guest, Therese Markow discuss: Obje…

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Brian Sacks: The Emotional and Financial Toll of Caregiving 46:36

10M ago46:36

46:36

Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. Caring for aging parents while raising children can be an immense physical, emotional, and financial burden. …

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Pink and Blue Money 31:09

10M ago31:09

31:09

Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. "Pink and blue money" is more than just gender-based financial differences - it's about aligning your money w…

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Lou Diamond: Elevating Relationships, Elevating Success 44:56

10M ago44:56

44:56

Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. This insightful discussion with Lou Diamond explores the transformative power of authentic conversations and …

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Steuart Martens: Discovering Purpose, Connection, and Inner Peace in Retirement 34:43

11M ago34:43

34:43

Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. Discover the transformative power of holistic wellness beyond just physical health. Explore the vital role of…

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Tony Prado: The Intersection of Storytelling and Life Purpose 43:47

11M ago43:47

43:47

Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. Join Tony Prado as he shares his journey from journalism to purpose-driven communications, exploring storytel…

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Andy Robin: Tapas-Inspired Teamwork 32:48

12M ago32:48

32:48

Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. Discover the "tapas life" approach to building a fulfilling, collaborative team. Learn how to navigate identi…